Wealth Advisor - Private Client & Planning

JPMorgan Chase & Co.; Rio Rancho (NM); On-site; USD 85,000 - 120,000; Full time

Job summary

J.P. Morgan Chase in the United States is seeking a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families. You will help clients at varying stages of wealth, delivering advised solutions and Chase referrals to deepen relationships.

The role emphasizes investment solutions, client education, and digital tools, while upholding high ethical standards and serving diverse client needs in a fast-paced bank environment.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.
• Demonstrated ability and commitment to goals-based planning and advice.
• A valid and active Series 7 license.
• A valid and active Series 66 license or must be obtained within 60 days of starting in the role.
• A valid and active Life, Health and Long Term Care Insurance license or must be obtained within 60 days of starting in the role.

Responsibilities

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity.
• Build a book of business and deliver personalized investment solutions to the firm's clients, focusing on relationship management.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Educate clients on the technology and channels available to monitor and manage their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Embrace digital innovations to help clients become more digitally confident and bank as they prefer.

Skills

Client acquisition

Relationship-building

Goals-based planning

Financial advisory experience

Series 7

Series 66 (63/65) license

Life, Health & LTC license

Education

Bachelor’s degree

Job description

J.P. Morgan Chase in the United States is seeking a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families. You will help clients at varying stages of wealth, delivering advised solutions and Chase referrals to deepen relationships.

The role emphasizes investment solutions, client education, and digital tools, while upholding high ethical standards and serving diverse client needs in a fast-paced bank environment.